Nonprofit · EIN 86-0186064
THE LEGACY FOUNDATION OF SOUTHEAST ARIZONA
Tax-exempt · SIERRA VISTA, AZ 85635
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $6,440,079 | $2,654,324 | $3,785,755 | $73,002,665 | $5,137,832 | $67,864,833 |
| June 30, 2024 | 990-PF | $3,086,295 | $2,697,622 | $388,673 | $67,032,634 | $5,458,076 | $61,574,558 |
| June 30, 2023 | 990-PF | -$103,827 | $2,354,404 | -$2,458,231 | $61,237,634 | $5,488,068 | $55,749,566 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,000
- Dividends
- $1,569,931
- Net rental income
- $2,153,671
- Net gain from sales of assets
- $2,711,506
- Other income
- $3,971
Expenses
- Grants and similar amounts paid
- $641,804
- Compensation of officers, directors and key employees
- $390,187
- Salaries, compensation and benefits (total)
- $263,767
- Disbursements for charitable purposes
- $2,650,782
- Excise tax on investment income
- $56,220
Balance sheet and other
- Total assets, start of year
- $67,032,634
- Total assets, end of year
- $73,002,665
- Total liabilities, end of year
- $5,137,832
- Net assets, end of year
- $67,864,833
- Fair market value of assets
- $73,002,665
- Qualifying distributions
- $2,699,578
- Net investment income
- $4,281,437
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARGARET HEPBURN 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | CHIEF EXECUTIVE OFFICER | 40 | $390,187 | $23,374 |
| BARBARA NICHOLS 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | GRANTS MANAGER/OFFIC Highest-paid employee | 40 | $86,373 | $6,159 |
| JULIE BROOKS 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $86,043 | $898 |
| MICHAEL GROVES 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | CHAIR | 2 | $0 | $0 |
| MARK SAVAGE 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | VICE CHAIR | 2 | $0 | $0 |
| ANDREA RUBLE 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | SECRETARY | 2 | $0 | $0 |
| BRIAN BARKDULL 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| ALEXANDRA BONEO 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| WENDY CONGER 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| KRAIG FULLEN 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| POLLY GOSA MSN RN 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| MAUREEN KAPPLER 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| SHARON REYNOLDS 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| IWONA SNYDER MSN RN 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| DEVYN THURBER MSN MPH PNP-BC 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LANA TOMPKINS-STUTZMAN 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 |
| ROBERT WHITE JR 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 |
990-PF for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARGARET HEPBURN 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | CHIEF EXECUTIVE OFFICER | 40 | $376,292 | $11,687 |
| BARBARA NICHOLS 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | GRANTS MANAGER/OFFIC Highest-paid employee | 40 | $77,293 | $2,933 |
| BECKY SMYTH 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | COMMUNITY OUTREACH C Highest-paid employee | 40 | $71,258 | $1,710 |
| SUSAN RICHARDS 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | RECEPTIONIST/DATA CL Highest-paid employee | 40 | $59,379 | $1,936 |
| JULIE BROOKS 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $52,360 | $0 |
| MICHAEL GROVES 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | CHAIR | 2 | $0 | $0 |
| MARK SAVAGE 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | VICE CHAIR | 2 | $0 | $0 |
| ANDREA RUBLE 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | SECRETARY | 2 | $0 | $0 |
| JOE DELGADO 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| MAUREEN KAPPLER 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| ALEXANDRA BONEO 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| ROBERT WHITE JR 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| POLLY GOSA 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| DEVYN THURBER 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| SHARON REYNOLDS 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| LANA TOMPKINS-STUTZMAN 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| IWONA SNYDER 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
990-PF for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARGARET HEPBURN 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | CHIEF EXECUTIVE OFFICER | 40 | $352,904 | $35,607 |
| BECKY SMYTH 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | GRANTS MANAGER Highest-paid employee | 40 | $92,261 | $6,434 |
| BARBARA NICHOLS 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | ADMINISTRATIVE ASSIS Highest-paid employee | 40 | $71,585 | $6,643 |
| MICHAEL GROVES 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | CHAIR | 2 | $0 | $0 |
| MARK SAVAGE 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | VICE CHAIR | 2 | $0 | $0 |
| ANDREA RUBLE 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | SECRETARY | 2 | $0 | $0 |
| JOE DELGADO 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| MAUREEN KAPPLER 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| ALEXANDRA BONEO 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| ROBERT WHITE JR 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| POLLY GOSA 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| DEVYN THURBER 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| SHARON REYNOLDS 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| LANA TOMPKINS-STUTZMAN 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
| IWONA SNYDER 302-01 EL CAMINO REAL, SIERRA VISTA, AZ 85636 | DIRECTOR | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 302 EL CAMINO REAL STE 1, SIERRA VISTA, AZ 85635-2847
- Signed the 990-PF
- MARGARET HEPBURN, CEO
- Phone
- (520) 335-6015
- Website
- WWW.LFSAZ.ORG
- Return prepared by
- BEACHFLEISCHMAN PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-0186064
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1965
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Health care (E22)
- Assets (IRS master file)
- $73,002,665
- Income (IRS master file)
- $39,898,171
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $6,440,079 | $2,654,324 | $73,002,665 | XML |
| 990-PF | June 2024 | $3,086,295 | $2,697,622 | $67,032,634 | XML |
| 990-PF | June 2023 | -$103,827 | $2,354,404 | $61,237,634 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-0186064).
Questions about THE LEGACY FOUNDATION OF SOUTHEAST ARIZONA
- What is the EIN of THE LEGACY FOUNDATION OF SOUTHEAST ARIZONA?
- The employer identification number (EIN) of THE LEGACY FOUNDATION OF SOUTHEAST ARIZONA is 86-0186064.
- Is THE LEGACY FOUNDATION OF SOUTHEAST ARIZONA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to THE LEGACY FOUNDATION OF SOUTHEAST ARIZONA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE LEGACY FOUNDATION OF SOUTHEAST ARIZONA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE LEGACY FOUNDATION OF SOUTHEAST ARIZONA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE LEGACY FOUNDATION OF SOUTHEAST ARIZONA last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THE LEGACY FOUNDATION OF SOUTHEAST ARIZONA?
- The 990-PF for the year ended June 30, 2025 lists 17 people; 3 received compensation from the organization, the highest $390,187 (MARGARET HEPBURN, CHIEF EXECUTIVE OFFICER).
- How much revenue does THE LEGACY FOUNDATION OF SOUTHEAST ARIZONA have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $6,440,079, expenses of $2,654,324 and total assets of $73,002,665 at year end.
Other nonprofits in SIERRA VISTA
- CARE NET PREGNANCY CENTER OF COCHISE COUNTY EIN 86-0532060 · last filed 990 for 2025
- PURPLE HEART CRUISE INC EIN 81-0997670 · last filed 990-N for 2024
- NURTURED WOMAN FOUNDATION EIN 47-3578522 · last filed 990-N for 2024
- VELOVETS SIERRA VISTA EIN 83-4533105 · last filed 990-N for 2025
- TOPS CLUB INC EIN 47-4886318 · last filed 990-N for 2025
- BUTTERFLY CLUB INC EIN 45-5075094 · last filed 990-N for 2025
- LA LECHE LEAGUE INTERNATIONAL INC EIN 86-0653525 · last filed 990-N for 2025
- CENTER FOR ACADEMIC SUCCESS EIN 86-0910328 · last filed 990 for 2025